Updated:
Carbon Collective Investing, LLC
Carbon Collective Investing, LLC is a climate-focused RIA offering low-carbon ETFs and direct indexing for retail investors.
Carbon Collective Investing, LLC
Carbon Collective Investing, LLC was founded with a climate-centric mission, though the specific founder and founding year are not publicly recorded. The firm has positioned itself as a registered investment advisor offering sustainable investment solutions to individual investors. The firm's investment strategy centers on low-carbon equity portfolios, using exchange-traded funds and separately managed accounts that exclude companies with high carbon footprints. Carbon Collective says it allocates across US and international equities, with a focus on sectors including technology, healthcare, and consumer goods, avoiding fossil fuel producers and heavy emitters. The firm has disclosed its methodology for screening carbon exposure on its platform. Carbon Collective is a relatively small firm with a lean team, serving a retail client base rather than institutional allocators. The firm does not appear to operate additional offices or maintain affiliated philanthropic vehicles. In its public communications, Carbon Collective emphasizes accessibility and transparency in its portfolio construction. The firm's structural differentiator is its narrow, climate-focused mandate and direct-to-consumer model, which positions it as a niche player in the sustainable investing space. This contrasts with larger asset managers that offer broad ESG lines.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Carbon Collective Investing?
The firm has not publicly named its investment team or a single CIO. Based on its registration as an RIA, the principals are likely the decision-makers, but their identities are not disclosed on the firm's public platform.
How does Carbon Collective source proprietary deal flow?
Carbon Collective does not engage in private deal sourcing. It manages publicly traded securities and ETFs, using a rules-based screening process to construct low-carbon portfolios.
Is Carbon Collective structured as a family office or an asset manager?
Carbon Collective is registered as an investment advisor (RIA), not a family office. It serves a broad retail client base, not a single wealthy family.
Does Carbon Collective participate in fund commitments or only direct deals?
Carbon Collective does not commit to private funds or direct private deals. Its investment vehicle of choice is publicly traded ETFs and separately managed accounts.
Which sectors does Carbon Collective explicitly avoid?
The firm avoids fossil fuel producers and companies with high greenhouse gas emissions, as determined by its carbon screening methodology. It does not explicitly avoid any other sectors.
What is Carbon Collective's known posture on co-investments alongside external GPs?
Carbon Collective does not engage in co-investments with external GPs. Its mandate is limited to public market securities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: